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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO Service code 27 13625 CALIFORNIA ST., 1ST FLOOR · OMAHA, NE 68154 | Advisory (Plan) | $57,959 |
CREATIVE BENEFIT STRATEGIES1+ years Filed as: CREATIVE BENEFIT STRATEGIES, INC. Service code 11 10155 BROADVIEW ROAD, SUITE 6 · BROADVIEW HEIGHTS, OH 44147 | Actuarial | $36,056 |
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Annual investment return is in the bottom quintile of the peer cohort.
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $32,767-100.0% | $219,333-100.0% | $211,396-100.0% |
| Participation rate | 0.0% | 18.8%-18.8pp | 42.3%-42.3pp | 4.3%-4.3pp |
| Annual return | -3.71% | -2.03%-1.7pp | -2.01%-1.7pp | 2.81%-6.5pp |
| Employer contribution / active EE | $16,191 | $9,185+76.3% | $34,453-53.0% | $16,358-1.0% |
| Participant deferral / active EE | $0 | $215-100.0% | $34-100.0% | $775-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $5,362-100.0% | $1,639-100.0% |